Edusuite
  • Home
  • Product Guide: UNI
    • 📘Administrator
      • Getting Started
        • System Home Page
      • Planning
        • Planning Setup
          • Room Types
          • Rooms
          • Schedule Types
          • Departments
          • Colleges
          • Grading Systems
          • Grading Templates
          • Courses
          • Electives
          • Course Equivalencies
          • Programs
          • Block Sections
        • Class Demand
        • Schedules
          • Plotting Schedule
          • Section Offerings Management
          • Opening Enrollment
      • Registrations
        • Registration Setup
        • Student Registrations
      • Enrollment
        • Enrollment Setup
          • General Enrollment Settings
          • Block Enrollment Settings
          • Enrollment Schedule
          • Enrollment Policy
        • Enlistments
        • Enrollment Status
      • Finance
        • Finance Setup
          • Payment Mode Settings
          • Payment Schemes
          • Account Codes Setup
          • Tuition Plans
          • Discounts
          • Penalties
          • Other Fees
          • Payment Settings
          • Refund Settings
          • Adjustment Charges
          • Preview SOA Instructions
          • Enrollment Payment Instructions
          • Receipt Number Settings
          • Payment Channels Manager
        • Online Payments Dashboard
        • Payments
        • SOA Manager
        • SOA Preview Manager
        • Reconciliation
      • Users
        • User Setup
          • User Groups
          • Users
          • User Information Fields
        • Students
        • Faculty
      • Utilities
        • Ongoing Classes
          • Auto-Computation of Final Grades
        • Clearances
        • Ticket Requests
        • Announcements
        • Links Manager
        • Notifications Dashboard
      • Security
      • Reports
        • Student Reports
        • Faculty Reports
        • Finance Reports
      • Settings
        • School Settings
          • School Profile
          • Data Import Wizard
          • Term Settings
          • Flowchart Simulator
          • System Label Settings
          • Student Number Generator
          • Grading Settings
          • User Settings
          • Integration
            • Canvas by Instructure
        • Notification Templates
        • Report Templates
    • 📘Faculty
      • Getting Started
      • Account Management
      • Teaching Settings
      • Managing Classes
        • Accepting or Rejecting Offered Classes
        • Viewing Class Lists
        • Updating Grades
      • Ticket Requests
    • 📘Student
      • Getting Started
      • Account Management
      • Profile Verification
      • Enlistment
      • Viewing of Grades
      • Transaction History
      • Ticket Requests
  • Product Guide: K12
    • 📘Administrator
      • Getting Started
        • Account Management
        • System Home Page
      • Planning
        • Grading Setup
          • Grading Settings
          • Academic Grading Setup
          • Non-Academic Grading Setup
        • School Year Setup
          • Workflow Settings
          • Units
          • Academic Terms
          • Room Types
          • Rooms
          • Schedule Types
          • Tracks and Strands
          • Grade Levels
          • Subject Areas
          • Sections
          • Clubs
        • Finance Setup
          • Payment Settings
          • Finance Settings
          • Ledger Codes Setup
          • Tuition Plans
          • Discounts
          • Additional Charges
          • Payment mode
          • School Supplies
          • Other Fees
          • Receipt Number Format
          • Cashier Settings
          • Payment Instructions
        • Scheduler
      • Registrations
        • Registration Setup
        • Student Registration
        • Manage Registrations
      • Enrollment
        • Enrollment Setup
        • Subject Tagging
        • Enlistment
        • Requirements Verification
        • School Supplies Monitoring
        • Enrollment Status List
      • Finance
        • Online Payments Dashboard
        • Payments
        • Payments Verification
        • SOA Manager
        • Reconciliation
      • Users
        • User Setup
          • User Groups
          • Users
          • User Information Fields
        • Guardians
        • Student
          • Student Records
        • Faculty
        • Faculty Groups
      • Ongoing Classes
        • Academic Scoresheet
        • Non-Academic Scoresheet
          • Adviser's Remarks
        • Clubs Scoresheet
        • Principal's Remarks
        • Promotion Tagging
      • Utilities
        • Clearance Manager
        • Links Manager
        • Announcements
        • Notifications
      • Reports
        • Finance Reports
        • Student Reports
        • Faculty Reports
      • Settings
        • School Settings
        • Notification Templates
        • Report Templates
      • Security
    • 📘Faculty
      • Account Management
      • Faculty Portal Home Page
      • Manage Academic Scoresheets
      • Manage Non-Academic Scoresheets
      • Clubs Scoresheet
      • Principal's Remarks
    • 📘Guardian/Parents
      • Account Management
      • Guardian/Parents Portal Home Page
      • Student Registration
      • Online Enrollment
      • Payments and Transaction History
      • Grades Viewing
  • Product Guide: ADMISSIONS
    • 📘Administrator
      • General
        • Landing Page
        • Home Page
      • Login and Profile
        • Login
        • Reset Password
        • Update Password
      • Planning
        • Admissions Setup
        • Interview Setup
        • Examination Schedule
        • Tagging Setup
        • Track Setup
        • Announcements
        • Admission Decision Status
      • Finance
        • Fee Setup
        • Discounts
      • Registrations
        • Bulk Update
        • For Payment
        • For Review
        • For Recommendation
        • For Processing
        • For Deliberation
        • For Interview
        • Manage Interview Notes
        • For Releasing of Results
      • Admission Decision
        • Decision Tagging
        • Applicant Tagging
        • Resolution
        • Reports
      • Resolution
      • Reports and Downloads
      • Inquiry
      • Users
      • Settings
      • Security
    • 📘Applicant
      • Login and Profile
      • Home
      • Applications
        • My Registrations
        • My Payables
        • My Recommendations
        • My Schedules
        • My Requirements
  • REPORT AN INCIDENT
    • 🏫Edusuite UNI
      • UNI Administrator
      • UNI Faculty
      • UNI Student
    • 🏫Edusuite K12
      • K12 Administrator
      • K12 Faculty
      • K12 Parent/Guardian
    • 🏫Edusuite Admissions
      • Admissions Administrator
      • Admissions Applicant
    • ❓Product Inquiry
    • 👍Feature Request
Powered by GitBook
On this page
  • Access and Navigation
  • Setup SOA Preview Instructions

Was this helpful?

  1. Product Guide: UNI
  2. Administrator
  3. Finance
  4. Finance Setup

Preview SOA Instructions

Last updated: March 2025

PreviousAdjustment ChargesNextEnrollment Payment Instructions

Last updated 1 month ago

Was this helpful?

This setting allows you to customize reminders and payment instructions in the SOA Preview sent to students.

Access and Navigation

Preview SOA Instructions can be accessed under Finance > Finance Setup.

Check the privilege assigned to your user account or role if you cannot view a link from the list.

Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.

Setup SOA Preview Instructions

  • Use the Preview SOA Instructions editor to input relevant instructions

  • Click inside the text box to format as needed

  • Click Preview located in the upper-right corner to check how the SOA Preview document appears

  • Click Save Changes to apply updates

📘